Wealthspire Advisors (New York)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369K	Hold	2,170	–	–	﹤0.01%	915
2026 Q1	$315K	Sell	2,170 -1,750	-45%	-$253K	﹤0.01%	707
2025 Q4	$543K	Hold	3,920	–	–	﹤0.01%	582
2025 Q3	$530K	Hold	3,920	–	–	﹤0.01%	516
2025 Q2	$504K	Sell	3,920 -60	-2%	-$7.17K	﹤0.01%	537
2025 Q1	$453K	Buy	3,980 +897	+29%	+$111K	﹤0.01%	538
2024 Q4	$381K	Buy	+3,083	New	+$391K	﹤0.01%	587

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s XMMO Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 2,170 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Wealthspire Advisors (New York) first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $543K in Q4 2025. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Wealthspire Advisors (New York) held 2,170 shares of Invesco S&P MidCap Momentum ETF worth $369K as of Q2 2026.
Wealthspire Advisors (New York) left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #915 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P MidCap Momentum ETF position peaked at $543K in Q4 2025.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.